Investment adviser · CRD 106928
BRADLEY FOSTER & SARGENT INC
Investment adviser filing (IA)
HARTFORD, CT, United States · Form ADV filed Apr 6, 2026
- Regulatory AUM
- $9.07B Form ADV · Item 5.F
- Client accounts
- 4,971 Accounts, not individual clients
- Employees
- 61 Reported in this filing
- Advisory professionals
- 32 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,013 | $7,565,668,210 | 83.4% |
| Individuals | 827 | $489,004,187 | 5.4% |
| Corporations & businesses | 32 | $426,296,195 | 4.7% |
| Charities | 62 | $383,794,122 | 4.2% |
| Investment companies | 2 | $109,430,964 | 1.2% |
| Pooled investment vehicles | 1 | $62,760,655 | 0.7% |
| Retirement plans | 7 | $35,984,870 | 0.4% |
Filing source
Form ADV 2092027 · Apr 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CRYSTAL PARTNERS FUND LIMITED PARTERSHIPHedge Fund · Last reported Apr 6, 2026$74.1MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
GRAY, GRAY & GRAY, LLP
PCAOB 889
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830
FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292
J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008
KEEFE, BRUYETTE & WOODS, INC.
CRD 481 · SEC 8-10888
NEEDHAM & COMPANY, LLC
CRD 16360 · SEC 8-33772
PIPER SANDLER & CO.
CRD 665 · SEC 8-15204
SANFORD C. BERNSTEIN & CO., LLC
CRD 104474 · SEC 8-52942
WILLIAM BLAIR
CRD 1252 · SEC 8-2698
Fund details & source
- Fund ID
- 805-1090863133
- Reported beneficial owners
- 72
- Minimum commitment
- $100K
- Form D file number
- 021-89551
Form ADV 2092027 · Apr 6, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MMI FUND LLCOther Private Fund · Last reported Apr 17, 2012$1.14MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-4057947131
- Reported beneficial owners
- 18
- Minimum commitment
- $5K
Form ADV 640724 · Apr 17, 2012 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
185 ASYLUM STREET, CITY PLACE II, 11TH FLOORHARTFORD, CT, 06103-3402, United States
CRD 106928
Filing source
Form ADV 2092027 · Apr 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.